Monthly Email Touch Workflow
A consistent monthly touchpoint system for your database. We help you stay top-of-mind with personalized, value-forward emails—without you manually writing and sending each month.
- Pulls contacts from your database or CRM and organizes them into simple segments.
- Generates monthly email content aligned to your market and messaging goals.
- Personalizes the email by segment (and optionally by contact details when available).
- Sends on a consistent cadence and supports basic reporting.
- Improves over time based on engagement and your feedback.
Deliverables
What you receive when this workflow is active.
- Monthly email touch workflow with a consistent cadence.
- Segment structure and templates designed for clarity and value.
- Ongoing monitoring and content/process improvements.
- Simple reporting and visibility into what’s being sent.
- Your contact source (CRM export or integration) and sending platform access.
- Preferred tone, branding, and geographic focus.
- Segment preferences (we can recommend a simple starting structure).
Book a short consult and we’ll confirm tools, scope, timeline, and best practices.
Pricing
Transparent pricing with discounts when you activate multiple workflows.
- Pricing will be finalized based on list size, segmentation, and sending platform.
Discount applies to the total monthly across all active workflows.
Example: If you activate multiple workflows, your discount increases automatically based on the total number active.
FAQ
Quick answers to common questions.
It can be, but most clients use it as a consistent “touch” system that keeps relationships warm over time.
No. We use a reasonable cadence and focus on relevance and value. You stay in control of messaging.
Ready to activate this workflow?
Schedule a consultation and we’ll confirm the best setup for your tools and goals.